Vanguard Consumer Staples

VDC • ARCA

Vanguard Consumer Staples is an exchange-traded fund on ARCA. As of Q3 2025, 590 institutional investors hold shares in this ETF, with total holdings valued at $3.0B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $824.8M.

Overview

Overview of institutional ownership in VDC as of Q3 2025

All Institutions

Institutions: 590
Value Held: $3.0B
Shares Held: 13.9M
Avg Position: $5.0M
Median Position: $519.3K

Hedge Funds

Hedge Funds: 9
Value Held: $46.3M
Shares Held: 216.5K
Avg Position: $5.1M
Median Position: $1.1M

Biggest Investors

Institutions with the largest positions in VDC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$824.8M 0.06% of portfolio	3.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
L LPL Financial LLC Institution	-	$180.3M 0.05% of portfolio	843.6K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$121.1M 0.01% of portfolio	566.8K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Beacon Capital Management, Inc. RIA/Wealth	Emily Marlene Damman President	$106.7M 5.10% of portfolio	499.4K shares	Q4 2013 Held for 11y 11m	$2.1B
Compass Financial Group, INC/SD RIA/Wealth	Matthew Markowski Managing Partner	$96.7M 14.54% of portfolio	452.3K shares	Q4 2022 Held for 2y 11m	$664.9M
Green Harvest Asset Management LLC Long Only Manager	Stuart Sherman Parker CEO	$88.0M 1.35% of portfolio	411.6K shares	Q4 2022 Held for 2y 11m	$6.5B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$80.6M 0.02% of portfolio	377.3K shares	Q1 2014 Held for 11y 8m	$488.50B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$71.7M 0.02% of portfolio	335.6K shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$56.0M 0.07% of portfolio	262.1K shares	Q4 2019 Held for 5y 11m	$85.4B
UBS Group AG Institution	Sergio P. Ermotti CEO	$51.7M 0.01% of portfolio	241.9K shares	Q4 2014 Held for 10y 11m	$511.54B

Net Capital Flow

Institutional buying and selling activity for VDC in Q3 2025

Traded: −$187.9M
Buyers: 248
Sellers: 264
Total Bought: +$158.3M
Total Sold: −$346.3M
Avg Position: $4.6M

Biggest Buyers

Institution	Net Bought	Current Position
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$25.5M +119.4K shares	$25.5M 119.4K shares
L LPL Financial LLC Institution	+$16.2M +75.9K shares	$180.3M 843.6K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$15.4M +72.1K shares	$16.9M 79.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$9.5M +44.5K shares	$44.9M 210.0K shares
S Systelligence, LLC Institution	+$5.2M +24.4K shares	$5.2M 24.4K shares
MORGAN STANLEY RIA/Wealth	+$4.9M +22.7K shares	$121.1M 566.8K shares
Cetera Investment Advisers RIA/Wealth	+$4.5M +21.2K shares	$56.0M 262.1K shares
Lido Advisors, LLC RIA/Wealth	+$4.3M +20.2K shares	$14.8M 69.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$4.3M +19.9K shares	$4.5M 21.1K shares
TrueWealth Financial Partners RIA/Wealth	+$3.8M +17.9K shares	$7.7M 35.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$88.4M −403.5K shares	Sold Off 0 shares
Morningstar Investment Management LLC Long Only Manager	−$43.8M −200.1K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$33.5M −156.6K shares	$824.8M 3.9M shares
UBS Group AG Institution	−$28.7M −134.1K shares	$51.7M 241.9K shares
Eaton Financial Holdings Company, LLC RIA/Wealth	−$14.9M −67.9K shares	Sold Off 0 shares
Beacon Capital Management, Inc. RIA/Wealth	−$14.7M −68.6K shares	$106.7M 499.4K shares
Williams Financial, LLC RIA/Wealth	−$10.5M −47.8K shares	Sold Off 0 shares
BB&T CORP Institution	−$9.5M −44.4K shares	$7.1M 33.4K shares
Foundations Investment Advisors, LLC RIA/Wealth	−$9.5M −44.3K shares	$12.3M 57.4K shares
Green Harvest Asset Management LLC Long Only Manager	−$7.2M −33.6K shares	$88.0M 411.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VDC in Q3 2025

New Positions: 15
New Value: $4.3M
Exited Positions: 55
Exited Value: $181.0M

New Positions

Institution	Position Value
Empowered Funds, LLC ETF Provider	$2.1M 9.8K shares
C CAXTON ASSOCIATES LLP Institution	$356.5K 1.7K shares
K Klingman & Associates, LLC RIA/Wealth	$333.2K 1.6K shares
C CARY STREET PARTNERS FINANCIAL LLC Institution	$281.0K 1.3K shares
ENDEAVOR PRIVATE WEALTH, INC. RIA/Wealth	$254.3K 1.2K shares
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth	$231.0K 1.1K shares
Madison Wealth Partners, Inc RIA/Wealth	$218.8K 1.0K shares
Strata Wealth Advisors, LLC RIA/Wealth	$213.7K 1.0K shares
Westfuller Advisors, LLC RIA/Wealth	$94.2K 441.0 shares
Paladin Advisory Group, LLC RIA/Wealth	$53.4K 250.0 shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$88.4M 403.5K shares
Morningstar Investment Management LLC Long Only Manager	$43.8M 200.1K shares
Eaton Financial Holdings Company, LLC RIA/Wealth	$14.9M 67.9K shares
Williams Financial, LLC RIA/Wealth	$10.5M 47.8K shares
Kropog Financial Group, LLC RIA/Wealth	$6.5M 29.8K shares
Northwest Capital Management Inc RIA/Wealth	$2.7M 12.2K shares
NGAM ADVISORS, L.P. Long Only Manager	$2.5M 11.4K shares
Marshall Wace LLP Institution	$1.7M 7.6K shares
W Wise Wealth Partners RIA/Wealth	$1.5M 6.9K shares
B Berkshire Money Management, Inc. Institution	$1.3M 6.0K shares

Options Activity

Institutions with the largest Call and Put options positions in VDC as of Q3 2025

Call Positions: 1
Call Value: $2.2M
Put Positions: 1
Put Value: $748.1K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.2M 104.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$748.1K 35.0 contracts

Most Committed Institutions

Institutions with VDC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Compass Financial Group, INC/SD RIA/Wealth	Matthew Markowski Managing Partner	14.54% $96.7M	452.3K shares	Q4 2022 Held for 2y 11m	$664.9M
Blackston Financial Advisory Group, LLC RIA/Wealth	Richard Kyle Blackston COO	5.82% $9.7M	45.5K shares	Q4 2021 Held for 3y 11m	$166.9M
Beacon Capital Management, Inc. RIA/Wealth	Emily Marlene Damman President	5.10% $106.7M	499.4K shares	Q4 2013 Held for 11y 11m	$2.1B
California Capital Advisors, Inc. RIA/Wealth	Bradley Jay Salo CIO	4.72% $13.3M	62.4K shares	Q3 2022 Held for 3y 2m	$282.3M
Richmond Brothers, Inc. RIA/Wealth	Matthew Jeremy Curfman President	4.36% $6.9M	32.3K shares	Q3 2024 Held for 1y 2m	$158.4M
TrueWealth Financial Partners RIA/Wealth	Patrick Bruce Severson Managing Partner	3.91% $7.7M	35.8K shares	Q1 2025 Held for 8 months	$196.0M
Blankinship & Foster, LLC RIA/Wealth	Stefan Prvanov CEO	3.76% $17.2M	80.4K shares	Q4 2016 Held for 8y 11m	$457.4M
SELDON CAPITAL LP Hedge Fund•Multi-Strategy	Matthew A Fong Managing Partner	3.57% $10.2M	47.6K shares	Q4 2021 Held for 3y 11m	$284.5M
H HC Advisors, LLC RIA/Wealth	Daniel Christopher Henning CEO	3.22% $4.6M	21.5K shares	Q4 2019 Held for 5y 11m	$142.3M
Weitzel Financial Services, Inc. RIA/Wealth	Timothy Joseph Weitzel President	3.22% $7.9M	37.0K shares	Q2 2022 Held for 3y 5m	$246.1M

Hedge Fund Spotlight

Discover hedge funds investing in VDC

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Vanguard Consumer Staples

Market Value: $4.5M
Shares Held: 21.1K
Portfolio Weight: 0.00%
Owned Since: 2022-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%